PWMAG

Pinnacle Wealth Management Advisory Group Portfolio holdings

AUM $1.33B
1-Year Est. Return 17.32%
This Quarter Est. Return
1 Year Est. Return
+17.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$5.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$653K
3
+$595K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$487K
5
GM icon
General Motors
GM
+$423K

Top Sells

1
+$3.69M
2
+$772K
3
+$303K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$296K
5
QCOM icon
Qualcomm
QCOM
+$293K

Sector Composition

1 Healthcare 6.38%
2 Financials 6.24%
3 Technology 5.59%
4 Industrials 5.15%
5 Consumer Staples 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$291K 0.2%
4,288
-910
102
$286K 0.2%
2,388
103
$285K 0.2%
3,892
-100
104
$282K 0.2%
3,615
-675
105
$277K 0.19%
3,960
-100
106
$273K 0.19%
5,475
-150
107
$271K 0.19%
2,989
-566
108
$268K 0.19%
+9,990
109
$265K 0.18%
5,935
+5
110
$263K 0.18%
2,685
+35
111
$262K 0.18%
6,970
-234
112
$258K 0.18%
2,640
-600
113
$257K 0.18%
6,200
114
$257K 0.18%
2,890
-560
115
$256K 0.18%
6,021
116
$242K 0.17%
+4,885
117
$242K 0.17%
+7,675
118
$235K 0.16%
+5,300
119
$235K 0.16%
1,995
-250
120
$232K 0.16%
+7,850
121
$224K 0.15%
3,365
122
$216K 0.15%
1,000
123
$205K 0.14%
4,621
-500
124
$201K 0.14%
+4,520
125
$196K 0.14%
14,700
2 3 4
5
6